To export inventory data from QuickBooks to Excel:

1. Open QuickBooks and go to the Reports section.
2. Search for and select the inventory report you want to export.
3. Click the Export icon at the top of the report.
4. Choose “Export to Excel” from the options.
5. Save the file to your desired location.

For a more streamlined process, use Coefficient’s QuickBooks Inventory Excel Template, which automatically syncs data from QuickBooks to Excel, eliminating the need for manual exports.

To use Excel for inventory tracking:

1. Set up a spreadsheet with columns for essential inventory metrics (e.g., product name, SKU, quantity, reorder point).
2. Enter your inventory data manually or import it from your inventory management system.
3. Use formulas to calculate important values like total inventory value and stock levels.
4. Create charts and pivot tables to visualize your inventory data.
5. Regularly update your spreadsheet to maintain accurate information.

With Coefficient’s QuickBooks Inventory Excel Template, you can automate this process and ensure your Excel inventory tracker always has the most up-to-date information from QuickBooks.

Yes, QuickBooks offers inventory management features in its Plus and Advanced plans. These features allow you to:

• Track inventory levels
• Set up reorder points
• Create purchase orders
• Generate inventory reports

However, for more advanced inventory management and analysis, many businesses use Coefficient’s QuickBooks Inventory Excel Template. This template enhances QuickBooks’ native capabilities by providing real-time data synchronization, customizable reports, and advanced analytics in a familiar Excel environment.